HomeCompareHHDVX vs SCHD

HHDVX vs SCHD: Dividend Comparison 2026

HHDVX yields 4.26% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $2.6K in total portfolio value
10 years
HHDVX
HHDVX
● Live price
4.26%
Share price
$36.14
Annual div
$1.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$559.32
Full HHDVX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — HHDVX vs SCHD

📍 SCHD pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHHDVXSCHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, HHDVX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HHDVX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HHDVX
Annual income on $10K today (after 15% tax)
$361.83/yr
After 10yr DRIP, annual income (after tax)
$475.42/yr
SCHD
Annual income on $10K today (after 15% tax)
$292.49/yr
After 10yr DRIP, annual income (after tax)
$359.22/yr
At 15% tax rate, HHDVX beats the other by $116.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HHDVX + SCHD for your $10,000?

HHDVX: 50%SCHD: 50%
100% SCHD50/50100% HHDVX
Portfolio after 10yr
$27.7K
Annual income
$490.96/yr
Blended yield
1.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HHDVX buys
0
SCHD buys
0
No recent congressional trades found for HHDVX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHHDVXSCHD
Forward yield4.26%3.44%
Annual dividend / share$1.54$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$29.0K
Annual income after 10y$559.32$422.61
Total dividends collected$5.0K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: HHDVX vs SCHD ($10,000, DRIP)

YearHHDVX PortfolioHHDVX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,126$425.68$11,224$344.10$98.00SCHD
2$12,347$442.61$12,567$354.98$220.00SCHD
3$13,670$459.07$14,038$365.30$368.00SCHD
4$15,102$475.02$15,648$375.06$546.00SCHD
5$16,650$490.45$17,410$384.27$760.00SCHD
6$18,321$505.33$19,335$392.95$1.0KSCHD
7$20,123$519.67$21,437$401.10$1.3KSCHD
8$22,065$533.44$23,733$408.75$1.7KSCHD
9$24,156$546.66$26,237$415.91$2.1KSCHD
10$26,406$559.32$28,968$422.61$2.6KSCHD

HHDVX vs SCHD: Complete Analysis 2026

HHDVXStock

Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are primarily common stocks, but may also include shares of real estate investment trusts ("REITS") and interests in master limited partnerships ("MLPs"). The fund may invest in companies of any market capitalization range, although the Adviser expects to invest fund assets mostly in mid- and large-capitalization companies.

Full HHDVX Calculator →

SCHDETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.